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WebID

GleanView’s WebID module allows you to identify companies visiting your website and import them into GleanView as new accounts. This module can either be combined with other GleanView modules or it can be a standalone solution.

WebID Credits

The pricing for Website Visitor ID is credit based. When you purchase this module, you will select the number of monthly credits you will need. A credit is used each time GleanView attempts to identify a new website visitor. You will be able to see how many remaining credits you have for each month on the Website Visitor ID page in App.

Permissions

You can determine which users have access to the Website Visitor ID module using the Permissions settings in your GleanView company settings. Current permissions are ALL or None. Administrators automatically have ALL permissions.

Account Fields

There are four key account level fields that will need to be turned on in company settings in order to maximize the value you receive from Website Visitor ID. They can be found in Company Settings/Customization/Widget Fields. Make sure Account widgets is shown in the drop down on the page and scroll to the bottom of the Overview widget fields. There you will find Revenue Range, Employee Range, SIC, and NAICS fields. Make sure the toggle for searchable and visible are green (on) and you will see those fields on the Account overview page. These fields will get automatically populated for all accounts that get created using Website Visitor ID.

Website Tracking Code

In order for the Website Visitor ID to function, you will first need to make sure that you have the GleanView website tracking snippet installed on your website. You can install the tracking code on multiple domains.

The first step is to go to Company Settings/Integrations/Domains and click the Add Domain button. This will launch a wizard that will create a tracking code for each domain you want tracked. Paste the code displayed on this page onto every page of your domain. You can add as many domains as you want.

Once the tracking code is installed, go the the Website Visitor ID page and make sure the date range filter includes the current day. You should start seeing entries into the table below if the tracking code is working correctly. The list is refreshed every 30 minutes, so wait at least 30 minutes after your tracking code is installed to check the list.

Rules

Next, you will want to create Rules. These rules will enable you to filter out which companies you spend credits to identify and which ones you import as new accounts.

Click the Rules button and select the ID Rule. This rule will allow you to filter out the visitors that you want to identify. You may not want to identify every visitor to your website. Maybe you only want to identify those that visit the pricing page on your website, or those that visit more than 5 pages. There are two types of conditions — visitors and visits. Visitors allow you to filter on overall visitor characteristics like page view count or visit count. Visits allow you to filter on things specific to the last website visit of the visitor, like URL (website page) or Source (the source of the visit). When you are finished with conditions, make sure to toggle the rule as Active and click Save. Each time an attempt is made to identify a company using this rule, one credit will be used.

Click the Rules button and select the Import Rule. This rule will allow you to filter which identified visitors you import as new accounts. You have the same two starting points of Visitors and Visits, but you now have some additional filters on Visitors that are the result of having identified the company with the ID Rule. These additional filters are Revenue Range, SIC code, NAICS code, and Employee Range. Once the Import conditions are set, you will need to select how you want the new accounts assigned. Clicking the assignment drop down gives you the options of Do Not Assign, Use Assignment Rules, or a list of specific users. These users and assignment rules will need to have been set up already in company settings. Also, you have the option of adding tags to the accounts so that you can easily find them later. Again, these tags need to have been defined in company settings to show up on this drop down list. Once you have made your selections, make sure to set the rule as Active and Save the rule.

You can edit rules at any time, including making them inactive.

Visitor Details

Clicking on any row in the visitor table will pop up a screen that shows the exact visit history of that visitor, including the pages viewed and time spent on each page.

Manual ID and Import

From the website visitor list view, you can manually ID and/or Import a company. You may want to do this if you are looking at the list view and see an interesting visitor that did not get ID or Import using the Rules. To manually ID a company, simply click on the row in the list view and click the Identify Company Button on the modal. This will use one credit. To manually import an already identified company, click on the row in the list view and click the Import button on the modal and select tags and assignment rules. Note: You can only import companies that have already been identified and only companies that are not identified as Internet Service Providers (ISP).

ISP/Non-ISP

Our ID technology can usually identify about 20-25% of new visitors as companies. The rest of the visitors will be identified as ISP (Internet Service Provider). When a visitor is identified as and ISP, it means that we could not match the IP address of the visitor with a company profile. Sometimes this is due to the fact that the visitor is a residential visitor and sometimes this is due to limitations of the IP match technology.

Find Contacts Rule (Requires Prospecting Credits)

This rule will automatically find and import contacts at the companies that are imported using the Import Rule. You can specify the job title, job function, and job level of the contacts you want to find. You can also specify whether you want contacts with email address, phone number, or both.

Additionally, you can set the maximum number of contacts to find at each company and the maximum number of total contacts per day or per week.

And, you can select tags to be applied to each contact. In order to show up in this list, the tags will need to be defined in company settings.

Each contact found and imported will use one Prospecting credit. A daily summary of these credits can be found on the Prospecting credit log.

Click on the Import Rule and the modal below will pop up. Click the Find Contacts Rule tab.

This is where you can select the job title, job function, job level, and contact info. Click on the down arrows to make selections. Be sure to also adjust the maximum number of contacts you would like to pull for each account, as well as a contact tag you would like to attach to each contact. Additionally, please ensure the Rule Active button is green. Select Save Rule and GleanView will now do the work for you!